Brave Warrior Advisors·CIK 1553733
33
Positions
$4.3B
Portfolio Value
56
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2025
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| OMF | 12.25% | $522,789,242 |
| SNX |
11.13% |
| $475,213,395 |
| ELV | 10.28% | $438,819,542 |
| SLM | 8.13% | $347,232,973 |
| AN | 7.51% | $320,609,962 |
| MRP | 6.02% | $256,888,691 |
| LEN | 5.81% | $247,893,359 |
| BLDR | 5.73% | $244,790,229 |
| COF | 5.73% | $244,507,794 |
| MPLX | 5.59% | $238,783,518 |
| RYAAY | 5.17% | $220,663,029 |
| PRI | 4.72% | $201,553,095 |
| FNF | 4.50% | $192,107,069 |
| FG | 3.89% | $165,881,338 |
| DHI | 2.37% | $101,083,423 |
| AM | 0.77% | $32,875,422 |
| GOOGL | 0.15% | $6,340,754 |
| HCA | 0.04% | $1,831,492 |
| JPM | 0.04% | $1,818,287 |
| BAC | 0.03% | $1,459,260 |
| GOOG | 0.03% | $1,189,302 |
| CMCSA | 0.02% | $929,400 |
| USB | 0.02% | $800,400 |
| PGR | 0.01% | $397,599 |
| MAR | 0.01% | $370,427 |
| AMZN | 0.01% | $323,148 |
| MSFT | 0.01% | $253,900 |
| AMAT | 0.01% | $246,967 |
| MA | 0.01% | $240,911 |
| MCO | 0.01% | $240,610 |
| META | 0.01% | $223,110 |
| V | 0.01% | $216,739 |
| SPGI | 0.00% | $209,559 |